Neue Wolfram Perle - ALL&WOF Fusion (Seite 297)
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Beiträge: 3.118
ID: 1.206.914
ID: 1.206.914
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Gesamt: 637.526
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ISIN: CA0203981034 · WKN: A1JSSD · Symbol: AII
0,7000
CAD
+1,45 %
+0,0100 CAD
Letzter Kurs 03.06.24 Toronto
Neuigkeiten
| TitelBeiträge |
|---|
29.05.24 · kapitalerhoehungen.de |
28.05.24 · inv3st.de Anzeige |
22.05.24 · wO Chartvergleich |
22.05.24 · Business Wire (engl.)  |
Werte aus der Branche Rohstoffe
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 0,7200 | +380,00 | |
| 11,250 | +25,00 | |
| 0,7900 | +22,48 | |
| 0,5696 | +13,15 | |
| 0,5800 | +11,54 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 0,9400 | -10,48 | |
| 5,0960 | -12,54 | |
| 5,0200 | -17,30 | |
| 0,7941 | -20,59 | |
| 177,20 | -21,94 |
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DUNCAN HUGHES
Director
Mining & Metals Analyst
AII-TSX.V: Speculative Buy
last: C$0.30
Target: C$0.77
Initiating Coverage: A growing force in tungsten
Almonty is as a low cost producer of diversified tungsten product
AII is the lowest cost producer of non-Chinese tungsten when compared with peers. In addition, AII looks set to be able to produce a significantly diversified array of tungsten products including scheelite and wolframite concentrate; and (through vertical integration on completing the ATC Alloys transaction), the company will also be positioned to supply ferro-tungsten to Western buyers.
Planned ASX listing opens up an opportunity to invest in rising tungsten price
In our view, now is a good time to invest in the tungsten sector as historically low prices are now on the rise, as high cost supply is pushed out of the sector. Consensus pricing indicates longer term pricing significantly above (almost double) current pricing and as one of the lowest cost producers of non-Chinese supply, Almonty is better positioned than peers to benefit.
A track record of technical knowhow and strategic relationships
Almonty’s management has a track record of acquiring underperforming tungsten assets and adding considerable value. Almonty is looking to repeat this process with its current portfolio of assets. On our recent visit we were repeatedly impressed by the strong technical skills displayed by AII’s personnel within this niche sector. We view this as another key strength in Almonty.
Excellent growth profile as main source of strategic non-Chinese supply
As an incumbent producer, Almonty is better positioned than most to leverage off rising prices and to grow a strong portfolio of assets with expected output in the order of 5,700t WO3 in FY19 after the flagship Sangdong mine commences production in 2018. Western end-users are keen to secure reliable non-Chinese supply and, in some cases, will pay a premium for this strategic supply. Almonty has a long track record of reliable supply and as a consequence maintains strategic relationships with an enviable number of industry players.
Initiate with a Speculative BUY rating and price target to C$0.77/share
Our SOTP valuation based price target consists of risked NAV’s on NPV10 valuations of the company’s 100% owned portfolio of production assets. We assume the Sangdong development asset is funded through a combination of debt (US$46m) and equity (US$21m @ 30c/share) and apply risk to Almonty’s balance sheet (which will result in net debt of US$63m in FY17) accordingly.
Our recommendation is considered speculative to reflect our modelling of prices above current benchmark pricing in a relatively opaque pricing environment and the degree of debt modelled on the balance sheet.
DUNCAN HUGHES
Director
Mining & Metals Analyst
Read more at http://www.stockhouse.com/companies/bullboard/v.aii/almonty-…
Director
Mining & Metals Analyst
AII-TSX.V: Speculative Buy
last: C$0.30
Target: C$0.77
Initiating Coverage: A growing force in tungsten
Almonty is as a low cost producer of diversified tungsten product
AII is the lowest cost producer of non-Chinese tungsten when compared with peers. In addition, AII looks set to be able to produce a significantly diversified array of tungsten products including scheelite and wolframite concentrate; and (through vertical integration on completing the ATC Alloys transaction), the company will also be positioned to supply ferro-tungsten to Western buyers.
Planned ASX listing opens up an opportunity to invest in rising tungsten price
In our view, now is a good time to invest in the tungsten sector as historically low prices are now on the rise, as high cost supply is pushed out of the sector. Consensus pricing indicates longer term pricing significantly above (almost double) current pricing and as one of the lowest cost producers of non-Chinese supply, Almonty is better positioned than peers to benefit.
A track record of technical knowhow and strategic relationships
Almonty’s management has a track record of acquiring underperforming tungsten assets and adding considerable value. Almonty is looking to repeat this process with its current portfolio of assets. On our recent visit we were repeatedly impressed by the strong technical skills displayed by AII’s personnel within this niche sector. We view this as another key strength in Almonty.
Excellent growth profile as main source of strategic non-Chinese supply
As an incumbent producer, Almonty is better positioned than most to leverage off rising prices and to grow a strong portfolio of assets with expected output in the order of 5,700t WO3 in FY19 after the flagship Sangdong mine commences production in 2018. Western end-users are keen to secure reliable non-Chinese supply and, in some cases, will pay a premium for this strategic supply. Almonty has a long track record of reliable supply and as a consequence maintains strategic relationships with an enviable number of industry players.
Initiate with a Speculative BUY rating and price target to C$0.77/share
Our SOTP valuation based price target consists of risked NAV’s on NPV10 valuations of the company’s 100% owned portfolio of production assets. We assume the Sangdong development asset is funded through a combination of debt (US$46m) and equity (US$21m @ 30c/share) and apply risk to Almonty’s balance sheet (which will result in net debt of US$63m in FY17) accordingly.
Our recommendation is considered speculative to reflect our modelling of prices above current benchmark pricing in a relatively opaque pricing environment and the degree of debt modelled on the balance sheet.
DUNCAN HUGHES
Director
Mining & Metals Analyst
Read more at http://www.stockhouse.com/companies/bullboard/v.aii/almonty-…
was sagen die Wolfram Profis zu dem Plan?
Ich bin ja nur über die DRAG investiert und bin nicht so im Therma drin
Danke für eure Kommentare
QM
Ich bin ja nur über die DRAG investiert und bin nicht so im Therma drin
Danke für eure Kommentare
QM
Antwort auf Beitrag Nr.: 52.398.687 von psycho214 am 13.05.16 08:22:35
ATC Deal & Qtly Earnings
ATC Deal
http://finance.yahoo.com/news/recommended-takeover-offer-atc…
Qtly Earnings
http://finance.yahoo.com/news/almonty-announces-filing-finan…
Read more at http://www.stockhouse.com/companies/bullboard/v.aii/almonty-…
ATC Deal & Qtly Earnings
ATC Deal
http://finance.yahoo.com/news/recommended-takeover-offer-atc…
Qtly Earnings
http://finance.yahoo.com/news/almonty-announces-filing-finan…
Read more at http://www.stockhouse.com/companies/bullboard/v.aii/almonty-…
Trading Spotlight
Antwort auf Beitrag Nr.: 52.398.687 von psycho214 am 13.05.16 08:22:35Danke für die News
Antwort auf Beitrag Nr.: 52.361.595 von psycho214 am 07.05.16 22:48:17
na geht doch.
Nuggi hat evtl die 600 k noch gebraucht und nun lassen wir die kuh fliegen.....
auf stockhouse sind alle positive gestimmt .
dann schauen wir ob wir langsam stetig weiter steigen ......
Wolfram preis sollte den weg stützen.
schöne pfingsten an alle
cheers
na geht doch.
Nuggi hat evtl die 600 k noch gebraucht und nun lassen wir die kuh fliegen.....
auf stockhouse sind alle positive gestimmt .
dann schauen wir ob wir langsam stetig weiter steigen ......
Wolfram preis sollte den weg stützen.
schöne pfingsten an alle
cheers
hoffe die einsammel aktionen unter 30 sind dann jetzt durch und wir können starten...
wolfram preise auch gut unterwegs, eigentlich sieht alles schick aus,
lassen wir uns überaschen
wolfram preise auch gut unterwegs, eigentlich sieht alles schick aus,
lassen wir uns überaschen
Antwort auf Beitrag Nr.: 52.173.043 von psycho214 am 12.04.16 20:09:45Was is das für schieberei an shares ...
ma schauen was das soll.............
ma schauen was das soll.............
Antwort auf Beitrag Nr.: 52.275.253 von psycho214 am 26.04.16 09:06:06hört sich m.E. nach nem coolen Deal an - zumindest für Almonty ...
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29.05.24 · kapitalerhoehungen.de · NEL ASA |
22.05.24 · wO Chartvergleich · Deutsche Bank |
20.05.24 · Zukunftsbilanzen · Rheinmetall |